ENV

ENVESTNET, INC.

Delisted

ENV was delisted on the 22nd of November, 2024.

240 hedge funds and large institutions have $3.55B invested in ENVESTNET, INC. in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+1
Holders Change %
+0.42%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
36
Increased
83
Reduced
83
Closed
30
Calls
$8.55M
Puts
$24.2M
Net Calls
-$15.6M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
201
Dimensional Fund Advisors
Texas
$49.1K +$179 +2,903 +0.4%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$43K
SPIA
203
Steward Partners Investment Advisory
New York
$40.5K
HIA
204
Harbor Investment Advisory
Maryland
$29.9K
CFGS
205
Concourse Financial Group Securities
Alabama
$29.7K
BEI
206
Benjamin Edwards Inc
Missouri
$19K +$19K +312 New
NA
207
NewEdge Advisors
Louisiana
$16.9K +$16.9K +439 New
PA
208
Parallel Advisors
California
$15.3K
DSC
209
Duncker Streett & Co
Missouri
$9.19K
EI
210
Ellevest Inc
New York
$8.21K +$3.09K +50 +60%
C
211
Covestor
United Kingdom
$8K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$7K -$12.2K -207 -63%
BAM
213
Belpointe Asset Management
Nevada
$6.17K +$6.17K +100 New
KFP
214
KB Financial Partners
New Jersey
$6K -$1.83K -28 -23%
WTA
215
Washington Trust Advisors
Massachusetts
$4.57K
CT
216
Colonial Trust
South Carolina
$4.14K +$4.14K +67 New
CWC
217
Carolinas Wealth Consulting
North Carolina
$3.58K +$3.58K +58 New
VCM
218
Versant Capital Management
Arizona
$2.96K +$679 +11 +30%
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$2.59K -$12.5K -202 -83%
HCP
220
Hexagon Capital Partners
Arkansas
$2.16K +$1.48K +24 +218%
IA
221
IFP Advisors
Florida
$2K
BAM
222
Bellevue Asset Management
Washington
$1.72K
QCG
223
Quadrant Capital Group
Ohio
$1.6K
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$1.54K
JWA
225
JFS Wealth Advisors
Pennsylvania
$1.42K +$62 +1 +5%